Privacy policy

Thank you for visiting One Oak Holdings LLC (“One Oak,” “we,” “our,” or “us”). We respect your privacy and are committed to protecting it through compliance with this Privacy Policy. This Policy describes the types of information we may collect from you or that you may provide when you visit our website and explains our practices for collecting, using, maintaining, protecting, and disclosing that information.

Please read this Privacy Policy carefully to understand our policies and practices regarding your information. By using or accessing our website, you agree to this Privacy Policy. If you do not agree, your choice is not to use our website.

1. Who We Are

One Oak Holdings LLC (“One Oak”) is a registered investment adviser in the State of Maryland. We provide investment advisory services to clients, and in doing so, we may collect certain personal information. Our registration as an investment advisor does not imply any particular level of skill or training.

2. Information We Collect

We may collect several types of information from and about users of our website or our services, including:

  1. Personal Information:

    • Contact details such as name, email address, postal address, and telephone number when you sign up for communications, request information, or otherwise interact with us.

    • Other identifying information you choose to provide to us through our website, phone calls, or correspondence.

  2. Non-Personal Information:

    • Information about your internet connection, the equipment you use to access our site, and usage details such as your IP address, browser type, domain name, access times, and referring website addresses.

    • Statistical data and analytics about our website users’ browsing actions and patterns.

  3. Cookies and Tracking Technologies:

    • We may use cookies, web beacons, or other tracking technologies to collect certain information about your equipment, browsing actions, and patterns.

    • You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. Note that some parts of the website may not function properly if you do so.

3. How We Use Your Information

We use information we collect about you or that you provide to us, including any personal information, for the following purposes:

  1. To Provide Our Services:

    • To deliver investment advisory services, including responding to inquiries or fulfilling any other purpose for which you provide information.

  2. Communication:

    • To respond to your requests or questions, and to send you information about our services, updates, or marketing materials that may be of interest to you. You can opt out of marketing emails at any time.

  3. Website Operation and Improvement:

    • To administer and protect our business and this website, including troubleshooting, data analysis, and system maintenance.

    • To analyze how you use our website, personalize your website experience, and improve our online services.

  4. Compliance and Risk Management:

    • To comply with applicable laws and regulations, including investment advisory regulations, and to ensure our compliance obligations are met.

    • To protect our rights, privacy, safety, or property, and/or that of you or others.

4. Disclosure of Your Information

We may disclose aggregated information about our users without restriction. We may disclose personal information that we collect or you provide as described in this Privacy Policy:

  1. Service Providers:

    • We share information with third parties we use to support our business, including administrative support, email delivery, hosting, payment processors, and analytics. These companies are authorized to use your personal information only as necessary to provide these services to us.

  2. Legal Compliance and Protection of Rights:

    • We may disclose information to comply with any court order, law, or legal process, including responding to government or regulatory requests.

    • We may disclose information if we believe disclosure is necessary or appropriate to protect the rights, property, or safety of One Oak, our clients, or others.

  3. Business Transactions:

    • In the event of a merger, reorganization, dissolution, or other sale or transfer of all or a portion of our assets, including in a bankruptcy or similar proceeding, the personal information we hold may be among the items transferred.

  4. With Your Consent:

    • We may disclose your information in any other situation where we have obtained your explicit consent.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. Although we work hard to protect your personal information, we cannot guarantee the security of information transmitted to our website. Any transmission of personal information is at your own risk, and we are not responsible for circumvention of any privacy settings or security measures we provide.

6. Retention of Your Information

We will retain your personal information for as long as necessary to fulfill the purposes for which it was collected or as required by law, regulation, or internal policy. When we no longer need the information, we will securely dispose of it in accordance with applicable laws and regulations.

7. Your Choices About Your Information

  1. Accessing and Correcting Your Information:

    • If you wish to request access, correction, or deletion of any personal information that you have provided to us, please contact us using the information in the “Contact Us” section below. We may not accommodate a request if we believe doing so would violate any law or legal requirement.

  2. Marketing Communications:

    • If you do not wish to have your email address or contact information used by One Oak for marketing purposes, you can opt out at any time by clicking “unsubscribe” or by contacting us at the email address listed below.

  3. Cookie Management:

    • You may set your browser to refuse all or some browser cookies or to alert you when cookies are being sent. Please note that disabling cookies may affect your experience on our website.

8. Children’s Privacy

Our website and services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13 without parental consent. If you believe we might have any information from or about a child under 13, please contact us immediately.

9. Third-Party Websites

Our website may contain links to other websites or resources that are not operated or controlled by One Oak. This Privacy Policy does not apply to those third-party websites. We encourage you to review the privacy policies of any third-party websites or services before providing your personal information.

10. Changes to Our Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The date this Privacy Policy was last updated is indicated at the top of this page. We encourage you to review this Privacy Policy periodically for any updates or changes.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:

By using our website, you acknowledge that you understand and agree to our collection, use, and disclosure of your personal information as described in this Privacy Policy. Thank you for placing your trust in One Oak Holdings LLC. We value your privacy and are committed to keeping your personal information safe.